Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial
Responsibilities and expectations but not limited to: Develop and implement legal and risk management strategies protected. Keep abreast of legal and risk management developments and trends that may impact the company and advise
Responsibilities and expectations but not limited to: Develop and implement legal and risk management strategies protected. Keep abreast of legal and risk management developments and trends that may impact the company and advise
these roles. Reports on key areas relating to business performance and produces material that aids decision
these roles. Reports on key areas relating to business performance and produces material that aids decision
with clients. Data capturing. Processing of new business (life products; local and offshore investments)
with clients. Data capturing. Processing of new business (life products; local and offshore investments)
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities